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Wealthfront (WLTH) Competitors

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$8.88 -0.10 (-1.11%)
Closing price 07/24/2026 04:00 PM Eastern
Extended Trading
$8.88 -0.01 (-0.06%)
As of 07/24/2026 07:34 PM Eastern
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WLTH vs. AX, DAVE, EBC, SFBS, and PFSI

Should you buy Wealthfront stock or one of its competitors? MarketBeat compares Wealthfront with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Wealthfront include Axos Financial (AX), Dave (DAVE), Eastern Bankshares (EBC), ServisFirst Bancshares (SFBS), and PennyMac Financial Services (PFSI). These companies are all part of the "banking" industry.

How does Wealthfront compare to Axos Financial?

Wealthfront (NASDAQ:WLTH) and Axos Financial (NYSE:AX) are both banking companies, but which is the better stock? We will contrast the two businesses based on the strength of their analyst recommendations, valuation, risk, profitability, institutional ownership, media sentiment, earnings and dividends.

Axos Financial has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Axos Financial, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$370.96M3.58-$42.07M-$1.03N/A
Axos Financial$1.40B3.88$432.91M$8.2311.63

In the previous week, Axos Financial had 5 more articles in the media than Wealthfront. MarketBeat recorded 8 mentions for Axos Financial and 3 mentions for Wealthfront. Axos Financial's average media sentiment score of 1.20 beat Wealthfront's score of 0.98 indicating that Axos Financial is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Wealthfront
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Axos Financial
6 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Axos Financial has a net margin of 22.53% compared to Wealthfront's net margin of 0.00%. Axos Financial's return on equity of 16.48% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
WealthfrontN/A N/A N/A
Axos Financial 22.53%16.48%1.72%

83.8% of Axos Financial shares are owned by institutional investors. 27.4% of Wealthfront shares are owned by insiders. Comparatively, 4.9% of Axos Financial shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Wealthfront currently has a consensus price target of $12.50, suggesting a potential upside of 40.77%. Axos Financial has a consensus price target of $110.33, suggesting a potential upside of 15.23%. Given Wealthfront's higher possible upside, equities analysts clearly believe Wealthfront is more favorable than Axos Financial.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33
Axos Financial
0 Sell rating(s)
2 Hold rating(s)
4 Buy rating(s)
2 Strong Buy rating(s)
3.00

Summary

Axos Financial beats Wealthfront on 13 of the 15 factors compared between the two stocks.

How does Wealthfront compare to Dave?

Wealthfront (NASDAQ:WLTH) and Dave (NASDAQ:DAVE) are both banking companies, but which is the superior business? We will compare the two companies based on the strength of their media sentiment, analyst recommendations, risk, profitability, dividends, valuation, institutional ownership and earnings.

Dave has a net margin of 37.22% compared to Wealthfront's net margin of 0.00%. Dave's return on equity of 77.70% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
WealthfrontN/A N/A N/A
Dave 37.22%77.70%45.59%

Dave has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Dave, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Wealthfront$370.96M3.58-$42.07M-$1.03N/A
Dave$604.62M8.47$195.87M$15.5525.90

In the previous week, Dave had 13 more articles in the media than Wealthfront. MarketBeat recorded 16 mentions for Dave and 3 mentions for Wealthfront. Wealthfront's average media sentiment score of 0.98 beat Dave's score of 0.50 indicating that Wealthfront is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Wealthfront
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Dave
4 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

18.0% of Dave shares are owned by institutional investors. 27.4% of Wealthfront shares are owned by insiders. Comparatively, 28.5% of Dave shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Wealthfront presently has a consensus target price of $12.50, suggesting a potential upside of 40.77%. Dave has a consensus target price of $379.40, suggesting a potential downside of 5.81%. Given Wealthfront's higher possible upside, equities research analysts plainly believe Wealthfront is more favorable than Dave.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33
Dave
0 Sell rating(s)
1 Hold rating(s)
11 Buy rating(s)
1 Strong Buy rating(s)
3.00

Summary

Dave beats Wealthfront on 14 of the 16 factors compared between the two stocks.

How does Wealthfront compare to Eastern Bankshares?

Eastern Bankshares (NASDAQ:EBC) and Wealthfront (NASDAQ:WLTH) are both banking companies, but which is the better stock? We will compare the two companies based on the strength of their valuation, earnings, dividends, risk, profitability, media sentiment, analyst recommendations and institutional ownership.

Eastern Bankshares has a net margin of 25.12% compared to Wealthfront's net margin of 0.00%. Eastern Bankshares' return on equity of 8.78% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
Eastern Bankshares25.12% 8.78% 1.26%
Wealthfront N/A N/A N/A

Eastern Bankshares pays an annual dividend of $0.60 per share and has a dividend yield of 2.6%. Wealthfront pays an annual dividend of $0.32 per share and has a dividend yield of 3.6%. Eastern Bankshares pays out 34.1% of its earnings in the form of a dividend. Wealthfront pays out -31.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Eastern Bankshares has raised its dividend for 5 consecutive years. Wealthfront is clearly the better dividend stock, given its higher yield and lower payout ratio.

Eastern Bankshares has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than Eastern Bankshares, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Eastern Bankshares$1.12B4.71$88.22M$1.7613.02
Wealthfront$370.96M3.58-$42.07M-$1.03N/A

In the previous week, Eastern Bankshares had 11 more articles in the media than Wealthfront. MarketBeat recorded 14 mentions for Eastern Bankshares and 3 mentions for Wealthfront. Eastern Bankshares' average media sentiment score of 1.07 beat Wealthfront's score of 0.98 indicating that Eastern Bankshares is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Eastern Bankshares
6 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Wealthfront
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Eastern Bankshares presently has a consensus price target of $23.08, indicating a potential upside of 0.71%. Wealthfront has a consensus price target of $12.50, indicating a potential upside of 40.77%. Given Wealthfront's higher probable upside, analysts clearly believe Wealthfront is more favorable than Eastern Bankshares.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Eastern Bankshares
0 Sell rating(s)
2 Hold rating(s)
7 Buy rating(s)
0 Strong Buy rating(s)
2.78
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

71.7% of Eastern Bankshares shares are owned by institutional investors. 1.3% of Eastern Bankshares shares are owned by company insiders. Comparatively, 27.4% of Wealthfront shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Summary

Eastern Bankshares beats Wealthfront on 14 of the 18 factors compared between the two stocks.

How does Wealthfront compare to ServisFirst Bancshares?

ServisFirst Bancshares (NYSE:SFBS) and Wealthfront (NASDAQ:WLTH) are both banking companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, valuation, dividends, media sentiment, profitability, analyst recommendations, institutional ownership and risk.

ServisFirst Bancshares has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than ServisFirst Bancshares, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
ServisFirst Bancshares$619.37M7.73$276.60M$5.8714.91
Wealthfront$370.96M3.58-$42.07M-$1.03N/A

ServisFirst Bancshares has a net margin of 30.95% compared to Wealthfront's net margin of 0.00%. ServisFirst Bancshares' return on equity of 17.42% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
ServisFirst Bancshares30.95% 17.42% 1.82%
Wealthfront N/A N/A N/A

ServisFirst Bancshares currently has a consensus target price of $95.33, suggesting a potential upside of 8.92%. Wealthfront has a consensus target price of $12.50, suggesting a potential upside of 40.77%. Given Wealthfront's higher possible upside, analysts clearly believe Wealthfront is more favorable than ServisFirst Bancshares.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
ServisFirst Bancshares
0 Sell rating(s)
1 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
3.00
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

In the previous week, ServisFirst Bancshares had 17 more articles in the media than Wealthfront. MarketBeat recorded 20 mentions for ServisFirst Bancshares and 3 mentions for Wealthfront. Wealthfront's average media sentiment score of 0.98 beat ServisFirst Bancshares' score of 0.63 indicating that Wealthfront is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
ServisFirst Bancshares
4 Very Positive mention(s)
1 Positive mention(s)
12 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Wealthfront
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

67.3% of ServisFirst Bancshares shares are held by institutional investors. 6.5% of ServisFirst Bancshares shares are held by insiders. Comparatively, 27.4% of Wealthfront shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

ServisFirst Bancshares pays an annual dividend of $1.52 per share and has a dividend yield of 1.7%. Wealthfront pays an annual dividend of $0.32 per share and has a dividend yield of 3.6%. ServisFirst Bancshares pays out 25.9% of its earnings in the form of a dividend. Wealthfront pays out -31.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. ServisFirst Bancshares has increased its dividend for 10 consecutive years. Wealthfront is clearly the better dividend stock, given its higher yield and lower payout ratio.

Summary

ServisFirst Bancshares beats Wealthfront on 13 of the 19 factors compared between the two stocks.

How does Wealthfront compare to PennyMac Financial Services?

PennyMac Financial Services (NYSE:PFSI) and Wealthfront (NASDAQ:WLTH) are both banking companies, but which is the better investment? We will compare the two companies based on the strength of their earnings, profitability, analyst recommendations, valuation, institutional ownership, media sentiment, risk and dividends.

PennyMac Financial Services pays an annual dividend of $1.20 per share and has a dividend yield of 1.4%. Wealthfront pays an annual dividend of $0.32 per share and has a dividend yield of 3.6%. PennyMac Financial Services pays out 12.8% of its earnings in the form of a dividend. Wealthfront pays out -31.1% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. PennyMac Financial Services has raised its dividend for 1 consecutive years. Wealthfront is clearly the better dividend stock, given its higher yield and lower payout ratio.

In the previous week, PennyMac Financial Services had 6 more articles in the media than Wealthfront. MarketBeat recorded 9 mentions for PennyMac Financial Services and 3 mentions for Wealthfront. Wealthfront's average media sentiment score of 0.98 beat PennyMac Financial Services' score of 0.38 indicating that Wealthfront is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
PennyMac Financial Services
3 Very Positive mention(s)
0 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Wealthfront
1 Very Positive mention(s)
1 Positive mention(s)
0 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

57.9% of PennyMac Financial Services shares are owned by institutional investors. 15.8% of PennyMac Financial Services shares are owned by company insiders. Comparatively, 27.4% of Wealthfront shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

PennyMac Financial Services has higher revenue and earnings than Wealthfront. Wealthfront is trading at a lower price-to-earnings ratio than PennyMac Financial Services, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
PennyMac Financial Services$2.05B2.14$501.08M$9.418.96
Wealthfront$370.96M3.58-$42.07M-$1.03N/A

PennyMac Financial Services presently has a consensus price target of $114.63, suggesting a potential upside of 36.00%. Wealthfront has a consensus price target of $12.50, suggesting a potential upside of 40.77%. Given Wealthfront's stronger consensus rating and higher probable upside, analysts plainly believe Wealthfront is more favorable than PennyMac Financial Services.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
PennyMac Financial Services
2 Sell rating(s)
3 Hold rating(s)
5 Buy rating(s)
0 Strong Buy rating(s)
2.30
Wealthfront
1 Sell rating(s)
4 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.33

PennyMac Financial Services has a net margin of 23.47% compared to Wealthfront's net margin of 0.00%. PennyMac Financial Services' return on equity of 10.93% beat Wealthfront's return on equity.

Company Net Margins Return on Equity Return on Assets
PennyMac Financial Services23.47% 10.93% 1.66%
Wealthfront N/A N/A N/A

Summary

PennyMac Financial Services beats Wealthfront on 11 of the 18 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding WLTH and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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WLTH vs. The Competition

MetricWealthfrontFinancial Services IndustryFinancial SectorNASDAQ Exchange
Market Cap$1.33B$4.63B$6.14B$12.25B
Dividend YieldN/A0.07%5.27%9.79%
P/E Ratio-8.62N/A29.3923.71
Price / Sales3.5815,533.151,707.7674.42
Price / CashN/A2,526.55113.4359.64
Price / Book2.174.586.686.07
Net Income-$42.07M-$186.65M$1.13B$331.99M
7 Day Performance-4.10%-3.71%-0.42%-0.61%
1 Month Performance10.04%-0.75%0.07%-1.98%
1 Year PerformanceN/A-28.76%13.22%13.67%

Wealthfront Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
WLTH
Wealthfront
4.1135 of 5 stars
$8.88
-1.1%
$12.50
+40.8%
N/A$1.33B$370.96MN/A359
AX
Axos Financial
4.0214 of 5 stars
$100.95
+2.8%
$110.33
+9.3%
+13.3%$5.58B$1.95B12.271,989
DAVE
Dave
3.4618 of 5 stars
$442.53
+1.0%
$379.40
-14.3%
+92.7%$5.57B$554.20M28.46250
EBC
Eastern Bankshares
4.1037 of 5 stars
$23.46
+3.4%
$23.08
-1.6%
+45.3%$5.24B$1.33B13.182,450
SFBS
ServisFirst Bancshares
4.2376 of 5 stars
$88.42
+2.7%
$94.33
+6.7%
+7.2%$4.71B$1.02B16.31570

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This page (NASDAQ:WLTH) was last updated on 7/25/2026 by MarketBeat.com Staff.
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